Shared on 18 Nov 25
Fair value Decreased 29%ARVN: Core Oncology And Neuroscience Focus Will Drive Share Recovery Ahead
Arvinas' analyst price target has been revised downward from approximately $17.44 to $12.31 per share. Analysts cite increased competitive risks for vepdegestrant along with heightened uncertainty surrounding the company's future commercial prospects.
Shared on 25 Sep 25
Fair value Decreased 5.42%Arvinas’ consensus price target was reduced to $17.44, reflecting increased commercialization uncertainty for vepdegestrant following the decision to seek a third-party partner, restructuring, and delays to peak sales estimates despite ongoing support for the early-stage pipeline. Analyst Commentary Recent decision by Arvinas and Pfizer to seek a third-party partner for vepdegestrant has introduced significant uncertainty around commercialization timing and strategy, prompting downside risk to valuation.
Shared on 24 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 17 Apr 25
Fair value Decreased 8.24%AnalystConsensusTarget has decreased revenue growth from -3.9% to -8.5%.
Shared on 09 Apr 25
Fair value Decreased 8.86%AnalystConsensusTarget has decreased revenue growth from -3.5% to -3.9%.
Shared on 02 Apr 25
Fair value Increased 53%AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 26 Mar 25
Fair value Increased 121%AnalystConsensusTarget made no meaningful changes to valuation assumptions.